C L Taylor

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 02/2010 → Present
  Bank Of America, N.A.
  Birmingham, AL

Other Businesses

THE BEAT'N TRACK, 707 EVE STREET, AUGUSTA, LA 50904, RECORDING STUDIO, PARTNERSHIP, 1/3% OWNERSHIP, DOE NOT DEVOTE TIME TO BUSINESS. I*4764295 Entity Type: N/A Name of OBA: Estate of E L J Address: Birmingham, Alabama, 35216 Investment Related: No Position, Title, Association: Executor Employee Start Date: 06/26/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Aunt

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-29
• S63 Uniform Securities Agent State Law Examination
  1993-06-21

Other Names

• Crawford Logan Taylor